13F 机构持仓

Acorn Wealth Advisors, LLC

Grand Blanc MI · SEC CIK 0001730610

2026Q22026Q1 更早 9 个季度 🔒
$4.10亿2026Q2 申报市值
303持仓数
28.1%前十大占比 · 第一大 6.7%
42 / 9新建仓 / 清仓
申报市值走势$4.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 6.7%
BND 4.8%
SCHD 3.2%
SCHG 2.7%
XLK 2.0%
DIMENSIONAL ET 1.9%
VIG 1.9%
DIMENSIONAL ET 1.8%
DFCF 1.6%
CGIC 1.5%

2026Q2 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$292.27万
ACYN 新建仓+$291.07万
PAVE 加仓+$193.35万
XAR 加仓+$186.92万
SCHG 加仓+$153.80万

2026Q2 卖出最多 按季末市值估算

MOAT 减仓-$514.27万
JEPI 减仓-$150.24万
PULS 减仓-$75.74万
SPDR SERIES TRUS 清仓-$74.29万
JPST 减仓-$52.91万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— SPDR SERIES TRUST $00.00%0 -7,841-100.0% -$74.29万 清仓
FSIG FIRST TR EXCHANGE-TRADED FD $00.00%0 -15,950-100.0% -$30.21万 清仓
FPE FIRST TR EXCH TRADED FD III $00.00%0 -14,526-100.0% -$25.78万 清仓
VHT VANGUARD WORLD FD $00.00%0 -854-100.0% -$23.25万 清仓
RSPH INVESCO EXCHANGE TRADED FD T $00.00%0 -7,603-100.0% -$22.96万 清仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $00.00%0 -4,744-100.0% -$21.91万 清仓
TLT ISHARES TR $00.00%0 -2,524-100.0% -$21.88万 清仓
NFLX NETFLIX INC. $00.00%0 -2,202-100.0% -$21.17万 清仓
PEP PEPSICO INC $00.00%0 -1,320-100.0% -$20.50万 清仓
— VIVOS THERAPEUTICS INC $6,7160.00%14,776 00.0% — 不变
— DATAVAULT AI INC $7,8100.00%22,315 7,15647.2% $2,505 加仓
— OXFORD SQUARE CAP CORP $1.65万0.00%12,492 450.4% $59 加仓
NAT NORDIC AMERICAN TANKERS LIMI $5.54万0.01%10,000 00.0% — 不变
AVLC AMERICAN CENTY ETF TR $20.45万0.05%2,273 2,273— $20.45万 新建仓
SMH VANECK ETF TRUST $20.46万0.05%312 312— $20.46万 新建仓
CIEN CIENA CORP $20.65万0.05%421 -327-43.7% -$16.04万 减仓
AMLP ALPS ETF TR $20.72万0.05%3,996 3,996— $20.72万 新建仓
AGNC AGNC INVT CORP $20.82万0.05%19,101 1,4788.4% $1.61万 加仓
GM GENERAL MTRS CO $21.09万0.05%2,736 40.1% $308 加仓
ORCL ORACLE CORP $21.14万0.05%1,443 80.6% $1,172 加仓
VEU VANGUARD INTL EQUITY INDEX F $21.33万0.05%2,547 2,547— $21.33万 新建仓
BHP BHP BILLITON LIMITED $21.49万0.05%2,579 2,579— $21.49万 新建仓
KMB KIMBERLY-CLARK CORP $21.64万0.05%1,972 1,972— $21.64万 新建仓
LRCX LAM RESEARCH CORP $21.71万0.05%501 501— $21.71万 新建仓
CATH GLOBAL X FDS $21.71万0.05%2,453 -73-2.9% -$6,461 重新持有
AZO AUTOZONE INC $21.73万0.05%68 34.6% $9,588 加仓
XLB SELECT SECTOR SPDR TR $21.88万0.05%4,304 2365.8% $1.20万 加仓
VZ VERIZON COMMUNICATIONS INC $21.94万0.05%5,182 -64-1.2% -$2,710 减仓
SPMB SPDR SERIES TRUST $22.00万0.05%9,863 9,863— $22.00万 新建仓
UFOX ETF SER SOLUTIONS $22.01万0.05%2,316 2,316— $22.01万 新建仓
AVSC AMERICAN CENTY ETF TR $22.21万0.05%3,029 3,029— $22.21万 新建仓
GCOW PACER FDS TR $22.57万0.06%5,213 5,213— $22.57万 新建仓
VV VANGUARD INDEX FDS $22.60万0.06%657 00.0% — 重新持有
ANET ARISTA NETWORKS INC $22.68万0.06%1,335 1,335— $22.68万 新建仓
USHY ISHARES TR $22.79万0.06%6,155 -29-0.5% -$1,074 减仓
HQY HEALTHEQUITY INC $22.82万0.06%2,527 2,527— $22.82万 新建仓
EFV ISHARES TR $23.14万0.06%3,023 -444-12.8% -$3.40万 减仓
SGI SOMNIGROUP INTERNATIONAL INC $23.32万0.06%2,974 943.3% $7,370 加仓
FPX FIRST TR EXCHANGE-TRADED FD $23.36万0.06%1,133 1,133— $23.36万 新建仓
GEV GE VERNOVA INC $23.61万0.06%201 201— $23.61万 新建仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $23.62万0.06%3,033 3,033— $23.62万 新建仓
IVW ISHARES TR $23.97万0.06%1,743 -281-13.9% -$3.86万 减仓
IVE ISHARES TR $24.09万0.06%1,061 -140-11.7% -$3.18万 减仓
SCHZ SCHWAB STRATEGIC TR $24.12万0.06%10,428 -46-0.4% -$1,064 减仓
FNDF SCHWAB STRATEGIC TR $24.49万0.06%4,641 4,641— $24.49万 新建仓
CLH CLEAN HARBORS INC $24.56万0.06%822 -221-21.2% -$6.60万 减仓
PFXF VANECK ETF TRUST $24.70万0.06%13,847 -297-2.1% -$5,298 减仓
FLTR VANECK ETF TRUST $24.88万0.06%9,713 -335-3.3% -$8,579 减仓
— ISHARES TR $24.96万0.06%5,185 5,185— $24.96万 新建仓
PM PHILIP MORRIS INTL INC $25.00万0.06%1,382 120.9% $2,171 加仓
— BLACKROCK MUNIYIELD MICH QU $25.02万0.06%20,391 00.0% — 不变
MPC MARATHON PETE CORP $25.10万0.06%982 40.4% $1,022 加仓
HACK AMPLIFY ETF TR $25.12万0.06%2,394 -123-4.9% -$1.29万 重新持有
AG FIRST MAJESTIC SILVER CORP $25.28万0.06%14,908 14,908— $25.28万 新建仓
PYLD PIMCO ETF TR $25.30万0.06%9,539 00.0% — 不变
VMRK EQUITY RESIDENTIAL $25.32万0.06%3,728 50015.5% $3.40万 重新持有
VRT VERTIV HOLDINGS CO $25.37万0.06%758 758— $25.37万 新建仓
HSY HERSHEY CO $25.58万0.06%1,458 1,458— $25.58万 新建仓
TT TRANE TECHNOLOGIES PLC $25.69万0.06%523 10.2% $491 加仓
SMCI SUPER MICRO COMPUTER INC $25.89万0.06%8,827 -509-5.5% -$1.49万 减仓
SPAB SPDR SERIES TRUST $26.06万0.06%10,211 10,211— $26.06万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $26.44万0.06%4,303 1243.0% $7,621 加仓
BAB INVESCO EXCH TRADED FD TR II $26.50万0.06%9,873 9,873— $26.50万 新建仓
AGGY WISDOMTREE TR $26.50万0.06%6,095 6,095— $26.50万 新建仓
JCI JOHNSON CONTROLS INTERNATION $26.83万0.07%1,836 -64-3.4% -$9,351 减仓
GBIL GOLDMAN SACHS ETF TR $27.11万0.07%2,706 120.4% $1,202 加仓
FR FIRST INDL RLTY TR INC $27.42万0.07%4,473 00.0% — 不变
LONZ PIMCO ETF TR $27.54万0.07%5,586 -153-2.7% -$7,544 减仓
SCHV SCHWAB STRATEGIC TR $27.73万0.07%7,966 -833-9.5% -$2.90万 减仓
MSB MESABI TR $27.83万0.07%11,000 00.0% — 不变
ARM ARM HOLDINGS PLC $28.01万0.07%790 790— $28.01万 新建仓
DE DEERE & CO $28.05万0.07%442 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $28.08万0.07%642 -1-0.2% -$437 减仓
WDC WESTERN DIGITAL CORP $28.31万0.07%443 443— $28.31万 新建仓
LQD ISHARES TR $28.37万0.07%2,601 55727.3% $6.08万 加仓
CRH CRH PLC $28.44万0.07%2,658 1094.3% $1.17万 加仓
DUSB DIMENSIONAL ETF TRUST $28.47万0.07%5,606 76115.7% $3.86万 加仓
STWD STARWOOD PPTY TR INC $28.96万0.07%17,679 2231.3% $3,653 加仓
REGL PROSHARES TR $29.01万0.07%3,168 -8-0.3% -$733 减仓
GD GENERAL DYNAMICS CORP $29.58万0.07%835 -3-0.4% -$1,063 减仓
BAC BANK OF AMER CORP $29.63万0.07%5,200 130.3% $741 加仓
EZM WISDOMTREE TR $29.68万0.07%3,916 3,916— $29.68万 新建仓
XLF SELECT SECTOR SPDR TR $29.80万0.07%5,559 -398-6.7% -$2.13万 减仓
IEMG ISHARES INC $29.84万0.07%3,602 -346-8.8% -$2.87万 减仓
DFGX DIMENSIONAL ETF TRUST $29.88万0.07%5,576 00.0% — 不变
QCOM QUALCOMM INC $29.99万0.07%1,623 1107.3% $2.03万 重新持有
VIGI VANGUARD WHITEHALL FDS $30.01万0.07%3,214 190.6% $1,774 加仓
BA BOEING CO $30.07万0.07%1,389 30.2% $649 加仓
SCCR SCHWAB STRATEGIC TR $30.09万0.07%11,757 11,757— $30.09万 新建仓
BKCH GLOBAL X FDS $30.16万0.07%4,029 -1-0.0% -$75 减仓
SYK STRYKER CORPORATION $30.43万0.07%966 -9-0.9% -$2,835 减仓
SIO TOUCHSTONE ETF TRUST $30.87万0.08%12,020 -3,267-21.4% -$8.39万 减仓
BBHY J P MORGAN EXCHANGE TRADED F $30.99万0.08%6,722 380.6% $1,752 加仓
GNL GLOBAL NET LEASE INC $31.13万0.08%34,824 5,04316.9% $4.51万 加仓
IQLT ISHARES TR $31.39万0.08%6,335 280.4% $1,387 加仓
— LISTED FDS TR $31.43万0.08%5,420 -2,916-35.0% -$16.91万 减仓
PBA PEMBINA PIPELINE CORP $31.52万0.08%6,816 -61-0.9% -$2,821 减仓
BIL SPDR SERIES TRUST $31.56万0.08%3,444 84732.6% $7.76万 加仓
PFFV GLOBAL X FDS $31.62万0.08%14,354 00.0% — 不变
PTRB PGIM ETF TR $31.75万0.08%7,658 00.0% — 不变